NEWS & LEGAL ARTICLES

Estate Planning

Changing Your Will or Trust

Although no one wants to create problems between beneficiaries of the estate, even small handwritten changes can create great problems.

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Estate Planning

What is a Personal Representative?

A personal representative is the person named in a Will to handle the Will-writer’s property after death. It is the name of the person often referred to as an Executor or Administrator.

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Estate Planning

Estate Planning for Young Children

No one likes to think about death much less plan for it. Many surveys indicate this is one of the biggest factors in not doing estate planning. However, doing estate planning is an act of love.

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Estate Planning

Don’t Forget to Plan for Pets!

Many of us have pets that we love. What would happen if you were no longer able to care for them? Here are answers to some basic estate paw-lanning questions.

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Community

Estate Planning in Uncertain Times

Getting your affairs in order creates a sense of peace. This can be especially true given the current uncertainties related to the Coronavirus. Here a three planning tools that bring greater peace of mind.

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Estate Planning

What is a Beneficiary Designation?

Beneficiary designations are contracts generally not governed by a will or trust such as life insurance policies, annuity contracts, IRAs, and other retirement plans.

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Estate Planning

Which is Better? Will vs. Trust

The revocable trust (aka “living trust” or “family trust”) is a popular way to plan for your future. However, despite the popularity, trusts are not without potential problems. In deciding what is best for your family and estate, here is some basic information about revocable trusts.

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Estate Planning

Disinheriting Family

A parent does not normally decide that they just want to disinherit a child. Almost always, the child has taken actions to distance themselves from their parents and family.

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Business

Operational Excellence for Small Business Owners

Owners of small businesses may encounter challenges with respect to operational excellence that are less applicable in larger entities. Often times these small businesses operate less formally due to family relationships, which can result in oversights to certain areas of the business.

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